Mario Gabelli

Mario Gabelli

Last Update: 03-30-2015

Number of Stocks: 861
Number of New Stocks: 32

Total Value: $19,197 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mario Gabelli Watch

  • Mario Gabelli's Top 5 Stock Picks

    Mario Gabelli (Trades, Portfolio) is the founder of GAMCO Investors, a firm with $49.9 billion in assets under management across a range of funds. Investing at GAMCO centers on a fundamental, bottom-up approach.  


  • Mario Gabelli Adds to His Navistar Position; Should You follow?

    Mario Gabelli (Trades, Portfolio) is the founder, chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion global investment firm headquartered in Rye, New York. Forbes magazine's 2006 Forbes 400 rankings listed him as #346 on the list of wealthiest Americans and estimated his net worth at $1.0 billion.


    On March 23, 2015, Mario Gabelli (Trades, Portfolio) bought 400,405 shares of Navistar (NAV), increasing his stake in the company to more than 6.5 million shares. Navistar International Corporation is a holding company whose principal operating entities are Navistar, Inc. and Navistar Financial Corporation. The company is an international manufacturer of International® brand commercial and military trucks, MaxxForce® brand diesel engines, IC Bus™ brand school and commercial buses as well as a provider of service parts for trucks and diesel engines. The company also provides retail, wholesale and lease financing services for its trucks and parts.

      


  • Billionaire Gabelli Reduced Stake in Biglari Holdings

    Mario Gabelli (Trades, Portfolio) is the founder, chairman and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion dollar global investment firm headquartered in Rye, New York.


    Hedge fund guru

      


  • Mario Gabelli on Navistar, Viacom and health and wellness stocks

    Mario Gabelli (Trades, Portfolio), GAMCO Investors chairman and CEO, explains why he is a fan of health and wellness stocks, Navistar (NAV), and Viacom (VIA).


      


  • Mario Gabelli Suggests Investors Should Look Globally

    Having exposure to European markets is not good for an American corporation these days given the strong US dollar.


    However Mario Gabelli (Trades, Portfolio) likes where he sees Europe going over the next couple of years with the aid of massive quantitative easing.

      


  • Mario Gabelli Ups Stake in BioScript, But Value of Stock Declines

    Mario Gabelli (Trades, Portfolio) is the founder chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion global investment firm headquartered in Rye, New York.


    The investor reported increasing his stake in BioScrip, Inc. (BIOS) on March 12, according to GuruFocus Real Time Picks.

      


  • Mario Gabelli Comments on Walgreens Boots Alliance Inc

    Walgreens Boots Alliance Inc. (0.1%) (WBA – $76.20 – NYSE), based in Deerfield, Illinois is now the world’s largest retail pharmacy chain and drug wholesaler. After several years of uneven performance, the company is undergoing a complete management change as part of its just completed merger with Alliance Boots. Boots Chairman Stefano Pessina will lead the company on an interim basis as it searches for a permanent leader with global retail and pharmacy experience. New CFO Tim McLevish is aggressively cutting costs, accelerating the integration of Alliance Boots, and returning more cash to shareholders. While there is still a lot of work left to do, we believe that the combined company should be a global leader with significant free cash flow once the integration is complete.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on Time Warner Inc

    Time Warner Inc. (0.3%) (TWX – $152.06 – NYSE), located in New York, New York, is a diversified media company with operations in cable networks through HBO, TNT, TBS & CNN, and film & television production. We like the company’s cable networks, high margins and low capital intensity. We expect the company to use its free cash flow to return capital to shareholders through its $1.27 per share dividend and aggressive share repurchases. Following the $85 per share bid by Twenty-First Century Fox (2.2%), we expect Time Warner could be an acquisition target.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on National Fuel Gas Co

    National Fuel Gas Co. (0.5%) (NFG – $69.53 – NYSE) is a diversified natural gas company. NFG owns a regulated gas utility serving the region around Buffalo, New York, gas pipelines that move gas between the Midwest and Canada and from the Marcellus to the Northeast, gathering and processing systems, and an oil and gas exploration and production business. NFG’s regulated utility and pipeline businesses, as well as its California oil production business, provide stable earnings and cash flows to support the dividend, while the natural gas production business offers significant upside potential. NFG’s ownership of 800,000 acres in the Marcellus shale, including 745,000 acres in the shale fairway of Pennsylvania, holds enormous natural gas reserve potential, and we believe the position could be worth $3.5 billion based on recent comparable transactions. We continue to expect above average long term earnings and cash flow growth from rapidly growing gas production and expansion of the strategically located pipeline network. The company has increased its dividend for over forty consecutive years. In addition, NFG is considering corporate restructuring alternatives, such as a master limited partnership (MLP) of its midstream assets.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on Liberty Global plc

    Liberty Global plc (0.2%, 0.8%) (LBTYK – $48.31 – NASDAQ, LBTYA – $50.21 – NASDAQ) is the leading international cable operator, offering advanced video, telephone, and broadband internet services. The company operates broadband communications networks in 14 countries, principally located in Europe under the brands UPC, Unitymedia (Germany), Virgin (UK), Telenet (Belgium), and VTR (Chile). As part of its June 2013 acquisition of Virgin Media, Liberty Global redomiciled in the UK, increasing its strategic flexibility in the future. The company is internationally focused and well positioned to capitalize on the growing demand for digital television, broadband internet, and digital telephony services in markets across its diverse geographic footprint. The company closed its acquisition of Netherlands cable operator Ziggo, among its largest to date, in November 2014. In an effort to surface additional value, in early 2015 Liberty Global is expected to issue a stock tracking its Latin American operations.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on Honeywell International Inc

    Honeywell International Inc. (1.2%) (HON – $99.92 – NYSE) is a Fortune 100 company that invents and manufactures technologies to address some of the world’s toughest challenges linked to global macrotrends such as energy efficiency, clean energy generation, safety and security, globalization and customer productivity. Based in Morris Township, New Jersey, the company employs approximately 132,000 people worldwide, including more than 22,000 engineers and scientists.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on Energizer Holdings Inc

    Energizer Holdings Inc. (1.4%) (ENR – $128.56 – NYSE) became an independent company after it was spun off from Ralston Purina in April 2000. Energizer manufactures, markets and sells dry cell batteries and lighting products worldwide. Subsequently, Energizer expanded its product portfolio through acquisitions, including Schick-Wilkinson Sword (2003), Playtex (2007), Edge/Skintimate (2009), American Safety Razor (2010), and most recently, Johnson & Johnson’s (0.3%) feminine hygiene brands (2013). Today, Energizer reports results for two segments: Household ($1.8 billion of revenue), which includes the domestic and international battery businesses and Personal Care ($2.6 billion), which includes wet shaving, skin, feminine and infant care. In April 2014, ENR announced its intention to split the company into two publicly traded firms through a tax-free spin-off of the Household division. The transaction is expected to be completed by July 2015. This may be the first step in realizing the full value of the two businesses, as both divisions may be more attractive acquisition candidates on a standalone basis.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on DIRECTV

    DIRECTV (1.8%) (DTV – $86.70 – NASDAQ) is the largest pay television provider in the world, with over twenty million subscribers in the U.S. and over twelve million throughout Latin America. Originally part of General Motors (less than 0.1%), DTV used its technological advantage, focus on high income customers, recognition of the necessity for superior customer service, and clever (Sunday Ticket) participation in exclusive sports programming to cement its position in the U.S. The company used essentially the same strategy in Latin America, where it is benefiting from the growth of the middle class in countries such as Brazil and Colombia. Atop a superior operating business, DTV has layered a capital structure that maximizes equity returns. The company has used modest leverage to repurchase stock, in the process cutting its shares outstanding by more than half over the last five years. Long of interest to its telecom distribution partners, AT&T (less than 0.1%) agreed to acquire the company in April 2014 for $95 per share in cash and stock. We expect the transaction to be approved and close in the first half of 2015.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on CVS Health Corp

    CVS Health Corp. (0.9%) (CVS – $96.31 – NYSE) is a pharmacy innovation company helping people on their path to better health. Through their 7,800 retail pharmacies, more than 900 walk-in medical clinics, a leading pharmacy benefits manager with nearly 65 million plan members, and expanding specialty pharmacy services, CVS Health enables people, businesses and communities to manage health in more affordable, effective ways. Their unique integrated model increases access to quality care, delivers better health outcomes and lowers overall health care costs.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on Berkshire Hathaway Inc

    Berkshire Hathaway Inc. (1.3%) (BRK.A – $226,000.00 – NYSE), based in Omaha, Nebraska, is the holding company for a diverse group of operating subsidiaries, including insurance, freight rail transportation, utilities and energy, finance, services, and retailing. The subsidiaries operate in an autonomous fashion, while investment and capital allocation decisions are managed by 82 year-old Warren Buffett (Trades, Portfolio) in consultation with 89 year-old Charlie Munger (Trades, Portfolio). From 1995 through December 31, 2013, the firm had an annual compounded gain on book value of 19.7%.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on American Express Co

    American Express Co. (1.7% of net assets as of December 31, 2014) (AXP – $93.04 – NYSE) is the largest closed-loop credit card company in the world. The company operates its eponymous premiere branded payment network and lends to its largely affluent customer base. American Express has 110 million cards in force and over $67 billion in loans, while its customers charged nearly $950 billion of spending on their cards in 2013. The company’s strong consumer brand has allowed American Express to enter the deposit gathering market as an alternate source of funding, while the company’s affluent customers have picked up spending. Longer term, American Express should capitalize on its higher spending customer base and continue to expand into other payment related businesses, such as corporate purchasing, while also growing in emerging markets. Similarly, the company is looking at the growing success of social media as an opportunity to expand its product base and payment options.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary  


  • Selected Comments of Mario Gabelli from Barron's 2015 Roundtable & The Gabelli Asset Fund Q4 2014 Commentary

    Selected Comments of Mario Gabelli from Barron's 2015 Roundtable & Mario Gabelli’s Asset Fund Q4 2014 Commentary


      


  • Is the Price Below Your Estimate of the Intrinsic Value?

    In this article, let's take a look at Waste Management, Inc. (WM), a $24.33 billion market cap company, which is the largest U.S. trash hauling/disposal concern.


    Threats

      


  • Mario Gabelli Increases Stakes in CHMT

    Mario Gabelli (Trades, Portfolio) recently increased his stakes in Chemtura Corp (CHMT) by 8.14%. Gabelli now owns 5,516,352 shares of CHMT.


    The stock is currently trading at $26.48 a share. According to the DCF calculator, the stock's fair value is $12.69 with a margin of safety at -109%. Please note the low business predictability ranking of one star may skew the accuracy of the results.

      


  • 5-year lows: Petroquest Energy Inc, eHealth Inc, Layne Christensen Co, and International Shipholding Corp.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Petroquest Energy Inc (PQ), eHealth Inc (EHTH), Layne Christensen Co (LAYN), and International Shipholding Corp (ISH).


    Petroquest Energy Inc (PQ) Reached $2.92

      


  • Mario Gabelli's Value 25 Fund Fourth Quarter 2014 Shareholder Letter

    To Our Shareholders,


    For the quarter ended December 31, 2014, the net asset value (“NAV”) per Class A Share of The Gabelli Value 25 Fund Inc. increased 4.0% compared with increases of 4.9% and 5.2% for the Standard & Poor’s (“S&P”) 500 Index and the Dow Jones Industrial Average, respectively. See page 2 for additional performance information.

      


  • Gabelli Growth Fund Q4 Commentary

    To Our Shareholders,


    Thank you for your investment in The GAMCO Growth Fund.

      


  • Mario Gabelli Tells Us Why Japan Is The Place To Invest

    The Nasdaq is now at 15-year highs. Is it time to get out of American stocks?


    Mario Gabelli (Trades, Portfolio) thinks we need to remember that the negative impact of a strong US dollar isn't going to repeat itself in the coming year so that removes a major headwind.

      


  • Weekly CEO Buys Highlight: BH, WMS, MBFI, PKY, HOS

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:


    Biglari Holdings Inc (BH): Chairman and CEO, 10% owner Sardar Biglari bought 2,506 shares

      


  • NWQ Managers Adds to its Stake in Elizabeth Arden

    NWQ Managers (Trades, Portfolio), a Los Angeles-based management firm, prefers to conduct extensive research into investment opportunities. When choosing which investments to make, the firm’s emphasis is on three things – attractive valuation, downside protection and identifying catalysts and inflection points.


    Although “we pride ourselves on taking a long-term approach to investing our clients’ assets, our process is fluid and dynamic,” the company’s website states. “Our portfolios are constantly monitored using and strictly adhering to our research and analyst-driven process.”

      


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